Financial Toolkit

Professional tools for personal finance simulation, budgeting, and long-term planning.

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Real Stories

πŸ‘©β€πŸ’Ό
Sarah M.
Marketing Manager, 29

Used the FIRE Calculator and Savings Goals tool. Saved $50K in 3 years for my house down payment!

🏠 Goal: Buy House Β· βœ… Achieved 2025
πŸ‘¨β€πŸ’»
James K.
Software Engineer, 35

The Portfolio Risk tool helped me rebalance. My portfolio grew 42% last year with lower risk!

πŸ“ˆ Goal: Grow Wealth Β· βœ… Ongoing
πŸ‘©β€πŸ«
Maria L.
Teacher, 42

"Debt Planner showed me the avalanche method. Paid off $32K in debt in 18 months!"

πŸ’³ Goal: Pay Off Debt Β· βœ… Achieved 2026

Future Roadmap

AI Portfolio Optimizer

Target: Q1 2026

245 People want this

Advanced LLM-driven analysis of your portfolio risk based on macro news cycles.

Research
Beta
Live

Real Estate Calculator

Target: Q1 2026

412 People want this

Comprehensive rental yield and property investment analysis with tax implications.

Research
Beta
Live

All Tools (32)

7

Net Worth

Track your assets and liabilities with historical and projected views.

PlanningBuild WealthManage InvestmentsIntermediate
15

Refinance Calculator

Calculate potential savings from refinancing student or personal loans.

Loans & DebtReal EstatePay Off DebtBuy HomeIntermediate
20

Estate Planner

Estimate potential estate tax liabilities and plan your legacy.

Income & TaxReal EstateOptimize TaxesAdvanced
2

Stock Simulator

Monte Carlo simulations to forecast probabilistic outcomes for your stock portfolio.

InvestmentBuild WealthManage InvestmentsAdvanced
14

Portfolio Risk

Calculate Value at Risk (VaR) β€” the maximum potential loss over a specific timeframe.

InvestmentManage InvestmentsAdvanced
16

Crypto Tracker

Monitor your digital assets and visualize portfolio allocation.

InvestmentManage InvestmentsBuild WealthIntermediate
19

Options Visualizer

Visualize profit and loss charts for basic option strategies at expiration.

InvestmentManage InvestmentsBuild WealthAdvanced
21

Ratio Analyzer

Analyze fundamental financial ratios for stock valuation.

InvestmentManage InvestmentsBuild WealthAdvanced
13

Credit Score

Model the impact of financial decisions on your credit health.

Loans & DebtBuy HomePay Off DebtIntermediate
3

Finance Simulator

Project your cash flow and net worth over time with directional simulations.

PlanningBuild WealthRetire EarlyManage Cash FlowAdvanced
17

Lease vs Buy

Determine the most cost-effective way to own your next asset or vehicle.

Loans & DebtBuy VehicleIntermediate
10

Budget Simulator

Interactive budgeting tool to experiment with different spending and savings scenarios.

Savings & BudgetManage Cash FlowBeginner
23

Compound Interest

Visualize the power of long-term investing and compound growth.

InvestmentBuild WealthBeginner
9

EMI Calculator

Calculate Equated Monthly Installments (EMI) for loans.

Loans & DebtBuy HomeBuy VehiclePay Off DebtBeginner
24

Emergency Fund

Calculate how much you need to set aside for life's unexpected events.

Savings & BudgetManage Cash FlowBeginner
22

Inflation Impact

See how inflation erodes the purchasing power of money over time.

PlanningSavings & BudgetBuild WealthManage Cash FlowIntermediate
6

Tax Estimator

Estimate your personal income tax liability based on current tax brackets.

Income & TaxOptimize TaxesBeginner
25

CAGR Calculator

Calculate the Compound Annual Growth Rate (CAGR) for your investments.

InvestmentManage InvestmentsBuild WealthIntermediate
1

Mortgage Calculator

Estimate your monthly mortgage payments and total interest cost.

Loans & DebtReal EstateBuy HomeBeginner
4

FIRE Calculator

Determine when you can reach Financial Independence and Retire Early.

PlanningRetire EarlyBuild WealthAdvanced
26

Rule of 72

Quickly estimate the time it takes for your money to double.

InvestmentBuild WealthBeginner
27

Dividend Calculator

Project your dividend income and reinvestment growth.

InvestmentBuild WealthRetire EarlyIntermediate
11

Savings & Goals

Track and project progress toward specific financial milestones.

Savings & BudgetBuy HomeBuy VehicleBuild WealthBeginner
28

Debt Planner

Optimize debt repayment strategies and see when you will be debt-free.

Loans & DebtPay Off DebtIntermediate
29

Investment Calculator

Calculate potential returns and compare different investment strategies.

InvestmentBuild WealthManage InvestmentsIntermediate
8

Retirement Planner

Comprehensive toolkit to ensure you're on track for a comfortable retirement.

PlanningRetire EarlyIntermediate
30

Cash Flow

Visualize and analyze your monthly income and expenses.

PlanningSavings & BudgetManage Cash FlowIntermediate
12

Health Dashboard

See a high-level overview of your financial health and key metrics.

PlanningManage Cash FlowBuild WealthBeginner
31

Portfolio Tracking

Track real estate buys/sells, P&L, and manage multiple portfolios.

InvestmentManage InvestmentsBuild WealthIntermediate
32

Education

Learn basic financial concepts and how to use these tools effectively.

PlanningBuild WealthManage InvestmentsOptimize TaxesBeginner
5

Gross to Net (Vietnam)

Calculate take-home pay, insurance consistency, and compare 2025/2026 tax laws.

Income & TaxOptimize TaxesManage Cash FlowBeginner
18

Tax Refund Estimator

Estimate tax liability and potential refund or additional tax due.

Income & TaxOptimize TaxesBeginner